Incorrect terms- Intray create bills
I have always used the desktop accountright and have no trouble creating supplier bills through in-tray function. Of course the in-tray generally reads some saved information such as supplier name and terms (as saved in their card). Recently however, I tried using the browser. When creating bills through the browser in-tray, all the due dates on the supplier bills were automatically saved as 0% 1 net, even though they were long-standing suppliers with different terms set in their cards. It gave me a fright when I saw dozens of 'apparently' overdue bills the following day. When I checked back on the desktop version - yes these suppliers definitely had EOM + 30 days set. On desktop I was able to create the bill successfully with the correct terms recorded, however to use the browser, I have to re-set the correct terms of hundreds of supplier names which is far too time consuming. Why does the saved supplier card information fail to feed through to the browser? Is there a way to prevent this from happening?
Hi Kathy2,
The supplier card info's not coming through right because the AccountRight browser version is still catching up with the desktop version on some features. Specifically, the browser version doesn't fully support setting individual payment terms within the supplier cards, which leads to inaccuracies like the due dates defaulting to '0% 1 Net' instead of pulling the correct terms from the supplier cards. To avoid the hassle, it's best to create your supplier bills through the desktop version, where everything works smoothly. Don't sweat it, you’re definitely not alone. Plus, you can help speed up the development of this feature by voting for this idea on the MYOB Business Ideas exchange.
Cheers,
Princess
